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Sunbelt Securities’s iShares Gold Trust IAU Stock Holding History

Sunbelt Securities’s Portfolio IAU Stock Details IAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$22.4M Sell
253,669
-8,499
-3% -$780K 1.41% 6
2025
Q4 		$21.3M Sell
262,168
-159,877
-38% -$12.5M 1.42% 9
2025
Q3 		$30.7M Buy
422,045
+169,783
+67% +$11.1M 2.12% 5
2025
Q2 		$12.5M Sell
252,262
-121,290
-32% -$7.52M 1.1% 13
2025
Q1 		$22M Buy
373,552
+121,290
+48% +$6.56M 1.97% 5
2024
Q4 		$12.4M Sell
252,262
-50,463
-17% -$2.54M 1.09% 13
2024
Q3 		$15M Buy
302,725
+26,791
+10% +$1.25M 1.48% 9
2024
Q2 		$12.1M Buy
275,934
+20,840
+8% +$921K 1.24% 10
2024
Q1 		$10.7M Sell
255,094
-127,715
-33% -$5.01M 1.2% 11
2023
Q4 		$14.9M Sell
382,809
-10,575
-3% -$396K 1.88% 4
2023
Q3 		$13.8M Sell
393,384
-46,897
-11% -$1.71M 1.9% 4
2023
Q2 		$16M Buy
440,281
+104,401
+31% +$3.91M 2.3% 4
2023
Q1 		$12.6M Buy
335,880
+22,182
+7% +$796K 2.03% 4
2022
Q4 		$10.9M Sell
313,698
-56,967
-15% -$1.87M 2.12% 4
2022
Q3 		$11.7M Sell
370,665
-16,129
-4% -$529K 2.47% 3
2022
Q2 		$13.3M Buy
386,794
+47,417
+14% +$1.69M 2.81% 2
2022
Q1 		$12.5M Buy
339,377
+3,400
+1% +$121K 2.28% 3
2021
Q4 		$11.7M Buy
335,977
+24,058
+8% +$822K 1.9% 2
2021
Q3 		$10.8M Hold
311,919
– – 1.93% 3
2021
Q2 		$10.8M Buy
+311,919
New +$10.8M 1.94% 3
2021
Q1 		– Sell
-276,763
Closed -$10M – 432
2020
Q4 		$10M Buy
276,763
+26,281
+10% +$941K 2.07% 3
2020
Q3 		$9.01M Sell
250,482
-3,229
-1% -$118K 2.51% 4
2020
Q2 		$8.62M Buy
253,711
+17,173
+7% +$563K 2.96% 1
2020
Q1 		$7.13M Buy
236,538
+138,715
+142% +$4.19M 0.31% 50
2019
Q4 		$2.84M Sell
97,823
-5,889
-6% -$167K 0.3% 75
2019
Q3 		$2.92M Buy
+103,712
New +$2.93M 0.33% 72
2019
Q2 		– Sell
-7,794
Closed -$193K – 264
2019
Q1 		$193K Buy
+7,794
New +$195K 0.1% 222

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Sunbelt Securities's IAU Position: Q1 2026 in Review

Sunbelt Securities reduced its iShares Gold Trust (IAU) stake by 3.2% in Q1 2026, selling an estimated $780K and leaving 253,669 shares worth $22.4M. The position accounts for 1.41% of the portfolio, ranked #6.

Sunbelt Securities first reported a position in IAU in Q1 2019 and has held it in 27 quarters since. The position peaked at $30.7M in Q3 2025. 1,962 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Sunbelt Securities held 253,669 shares of iShares Gold Trust worth $22.4M as of Q1 2026.
  • Sunbelt Securities sold 8,499 iShares Gold Trust shares in Q1 2026, an estimated $780K.
  • iShares Gold Trust made up 1.41% of Sunbelt Securities's portfolio in Q1 2026, its #6 holding.
  • Sunbelt Securities first reported a position in iShares Gold Trust in Q1 2019 and has held it in 27 quarters since.
  • Sunbelt Securities's iShares Gold Trust position peaked at $30.7M in Q3 2025.
  • 1,962 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.